Purchases and Sales Made in Q3 2022 in First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD) during Q3 2022. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW OPPORTUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.95MNew |
$214M - $236M
|
4.95M
$217M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
561KNew |
$24.2M - $26.7M
|
561K
$24.5M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
224K+ 60.03% |
$9.66M - $10.7M
|
596K
$26.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
179KNew |
$7.74M - $8.55M
|
179K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
163K+ 176.93% |
$7.02M - $7.75M
|
254K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
140KNew |
$6.06M - $6.69M
|
140K
$6.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
122K+ 8.47% |
$5.25M - $5.8M
|
1.56M
$68.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
119K+ 9.18% |
$5.16M - $5.7M
|
1.42M
$62.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
112K+ 396.93% |
$4.85M - $5.36M
|
141K
$6.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
111KNew |
$4.78M - $5.28M
|
111K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
83.9K+ 35.64% |
$3.63M - $4M
|
319K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75.1K+ 44.24% |
$3.24M - $3.58M
|
245K
$10.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
66.2K+ 213.37% |
$2.86M - $3.16M
|
97.2K
$4.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
64.9K+ 6.05% |
$2.8M - $3.09M
|
1.14M
$49.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
62.6K+ 87.68% |
$2.71M - $2.99M
|
134K
$5.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
49.4KNew |
$2.13M - $2.36M
|
49.4K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47.5K+ 28.99% |
$2.05M - $2.27M
|
211K
$9.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
40.4K+ 37.38% |
$1.74M - $1.93M
|
148K
$6.49M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
40K+ 60.26% |
$1.73M - $1.91M
|
106K
$4.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.7K+ 26.32% |
$1.72M - $1.9M
|
191K
$8.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.2K+ 30.93% |
$1.65M - $1.82M
|
162K
$7.08M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
35.5K+ 50.29% |
$1.53M - $1.69M
|
106K
$4.64M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
31.3K+ 19.09% |
$1.35M - $1.5M
|
196K
$8.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 1.1% |
$1.22M - $1.35M
|
2.59M
$113M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26.3KNew |
$1.13M - $1.25M
|
26.3K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.9K+ 12.67% |
$1.03M - $1.14M
|
212K
$9.29M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
21.5K+ 8.47% |
$928K - $1.02M
|
275K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 6.44% |
$928K - $1.02M
|
355K
$15.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.3K+ 21.97% |
$878K - $969K
|
113K
$4.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
18.7K+ 4.97% |
$806K - $890K
|
394K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 14.47% |
$714K - $788K
|
131K
$5.71M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.3K+ 4.48% |
$703K - $776K
|
380K
$16.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
15.8K+ 46.66% |
$685K - $756K
|
49.8K
$2.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 4.72% |
$601K - $664K
|
309K
$13.5M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8K+ 13.75% |
$598K - $660K
|
114K
$5M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
12.9K+ 2.29% |
$558K - $616K
|
577K
$25.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$543K - $599K
|
12.6K
$549K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
12.4K+ 8.52% |
$537K - $593K
|
158K
$6.92M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.9K+ 9.8% |
$513K - $566K
|
133K
$5.82M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 105.26% |
$475K - $524K
|
21.4K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 0.89% |
$470K - $519K
|
1.24M
$54.1M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.8K+ 165.63% |
$467K - $515K
|
17.3K
$758K
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9.17K+ 2.22% |
$396K - $437K
|
422K
$18.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.67KNew |
$375K - $414K
|
8.67K
$379K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
7.56K+ 4.67% |
$327K - $361K
|
169K
$7.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.28K+ 1.58% |
$315K - $348K
|
468K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.08KNew |
$306K - $338K
|
7.08K
$310K
|
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.71K+ 11.25% |
$290K - $320K
|
66.3K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.59K+ 26.99% |
$285K - $314K
|
31K
$1.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.8KNew |
$251K - $277K
|
5.8K
$254K
|